Ryan Andrew Berkowitz

Forthright Capital Advisory

8 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningInvestment Management

Forthright Capital Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

636 clients

Average Client Portfolio

$102K average

Assets Under Management

$65.0M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.25%
$1.0M - $2.5M	2.00%
$2.5M - $5.0M	1.75%
$5.0M - $10.0M	1.50%
$10M+	1.50%

Fees negotiable for accounts over $10,000,001.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Cathedral City, CA

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History

Regulatory History (1)

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Financial

December 2020

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Ryan is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since April 2024. He dedicates about half of his time to soliciting individual life insurance and fixed annuity products.